Nvidia and AMD both exceeded earnings expectations with Nvidia posting $96.22B revenue up 105.8% and AMD $11.54B up 50.1%. Nvidia's data center segment, especially networking, showed strong growth, supported by AI demand outpacing supply. AMD's data center revenue doubled, driven by EPYC CPUs and Helios racks, despite gaming sales declining. Nvidia trades at 43 times earnings with high margins and cash flow, while AMD's premium valuation at 213 times earnings reflects investor bets on its upcoming Helios product. Future growth depends on Nvidia managing supply and memory costs, and AMD successfully ramping Helios production and maintaining margins.
Nvidia shares are currently trading at USD 203.93 on Pluang, down 4.55% in the last day, reflecting some investor caution despite strong earnings. The stock has a market cap of $5.20 trillion and sees a balanced order flow with 52% selling and 48% buying activity. These figures are as of Oct 31, 2026 00:03 WIB.
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NVIDIA reported a strong fiscal Q2 2027 with revenue up 105.8% and earnings beating estimates, yet its stock trades 11% below its 52-week high. Analysts see a 20% upside to $259.77 driven by robust AI demand and supply constraints limiting production...
Amazon CEO Andy Jassy announced that the company will begin selling its AI chips, known as Trainium, to external customers starting in late 2027. This move could compete with NVIDIA, the current leader in AI chip supply, especially since Amazon has o...
